Group training session agenda
This is an intermediate session for Financial Adviser users. The session will cover Fact Finds, Policy Overview, Mailshotting and Excel Reporting, Standard Management Reports, Full Accounts, Contract Enquiry, and an introduction to CFS and Synety.
It is advised you aim to arrive at 10.15am for tea and coffee before the session starts at 10.30am.
Please let us know if you have any special dietary requirements, are intending to use our car park, or you are unable to attend the session.See more of our upcoming events.